PCN Regulation Utility - HRUTPC
The Human Resources (HR) PCN Regulation Utility (HRUTPC) page can be used to update effective begin and end dates for PCNs. Changes initiated from this page will be reflected on the Regulation of PCN (HRTBRG) page.
When Copy and Paste functionality is used on this page, the new record (pasted record) will have the Run By and Run Date fields updated to current user and date upon saving.
Selection Criteria
Entity: Enter the Entity to which the records apply. The field defaults to the entity associated with the logged in user on HRRQUS, if a record exists. Code values are defined in the HR Entity Codes (HRRQEN) page.
PCN: If an exact PCN is entered, the utility will run only for that PCN. If a partial PCN plus a wildcard of percent (%) is entered, the utility will run for all entries in the selected page that have a PCN matching the selection (for example, COLO% would run for all PCNs that start with COLO). If only an asterisk or percent is entered in the PCN field, every PCN will be selected. To narrow the scope, other selection criteria (Position or Date selection criteria) may be used in conjunction with the asterisk or wild card selection.
Position: If an exact Position is entered, the utility will run only for that Position. If a partial Position plus a wildcard of percent (%) is entered, the utility will run for all entries in the selected page that have a Position matching the selection. The selection variables are the same as described for PCN.
Old Begin Date: Indicates the date the utility uses to match records from the database. Only those with the same Effective Begin Date will be selected. If a record has a different effective begin date, it will not be considered.
Old End Date: Indicates the date the utility uses to match records from the database. Only those with the same effective end date will be selected. If a record has a different effective end date, it will not be considered.
As of Date: When an As of Date is used, the utility will look for any entries that have an effective begin date less than or equal to the As of Date and an effective end date larger than or equal to the As of Date. In other words, it will only consider the records that have effective begin and end dates that touch or cross the As of Date entered.
For example, if an As of Date of 01/01/2014 were entered, the utility would look for the following (PCN by FTE tab of Regulation of PCN (HRTBRG) page used in this example):
PCN by FTE .EFFBEG<= "01/01/2014" AND PCN by FTE.EFFEND>= 01/01/2014
New Begin/End Date: Minimally, the New Effective End Date field must be populated. If the New Begin Date is not entered, existing begin dates will be used on the PCN by AMT/FTE/APU tabs.
Adjust Budget by FTE: Check the box if adjustments are to be made by FTE.
Adjust Budget by AMT: Check the box if adjustments are to be made by Amount.
Adjust Budget by APU: Check the box if adjustments are to be made by APU.
Run Information
Run By: User ID of the person who is logged in.
Run Date: Indicates the date the utility is run.
How PCN and Position Work Together
If a PCN (complete, partial, or wild card only) and a Position (complete, partial, or wild card only) are entered, the utility will only consider those entries that have a PCN and a Position that meet their respective requirements.
For example:
PCN: COLO28PRIN
Position: 123%
This entry tells the utility to pull only those records that have a PCN set to exactly COLO28PRIN and a Position that begins with 123.
PCN: %
Position: 123%
This entry tells the utility to pull any PCN that is associated with a Position that begins with 123.
How Begin Date, End Date, and As of Date Work Together
If a Begin Date and/or End Date is entered and an As of Date is entered, a record would be considered only if it meets the entire criterion.
For example, if a Begin Date of 01/01/2014 and an End Date of 05/01/2014 were entered along with an As of Date of 03/01/2014, a record would have to meet all of the following criteria to be considered:
PCN by FTE.EFFBEG = 01/01/2014 AND PCN by FTE.EFFEND = 05/01/2014
PCN by FTE .EFFBEG <= 03/01/2014 AND PCN by FTE.EFFEND >= 03/01/2014
Updates to Database
When the enter key is pressed, the utility will go to each page check marked for update (PCN by Amount, PCN by APU and/or PCN by FTE of the Regulation of PCN (HRTBRG) page) and attempt to update all the records that meet the selection criteria. This update entails updating the effective begin and effective end date of the record to equal the New Begin and End Dates.
Basic Rules for using this Utility
RULE 1:
An entry must exist in PCN and/or Position. Both are not required, but at the very least one must be filled out. See below for options available for choosing PCNs and Positions.
RULE 2:
Any combination of the Regulation of PCN (HRTBRG) page tabs can be affected - PCN by Amount, PCN by APU and/or PCN by FTE. One or more options must be selected, otherwise an error will display.
Checkbox Options:
Adjust Budget by FTE
Adjust Budget by AMT
Adjust Budget by APU
RULE 3:
New Effective Dates are required. These are the new dates to be applied to the records in PCN by Amount, PCN by APU, or PCN by FTE tabs of the Regulation of PCN (HRTBRG) page.
Quick Look Steps for using Utility
Fill in the selection criteria for PCN and/or Position (see Selection Criteria section).
Fill in any required date selection criteria (see Selection Criteria section).
Select which pages should be adjusted.
Press ENTER to run utility.